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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,244 | $96,956+188.0% | $69,779+300.2% | $273,972+1.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.34% | 12.93%-8.6pp | 12.99%-8.6pp | 41.46%-37.1pp |
| Employer contribution / active EE | $23,077 | $3,316+596.0% | $2,338+886.9% | $4,869+374.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $149,932 | $7,934+1789.7% | $4,381+3322.4% | $10,133+1379.7% |